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Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
1201
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$481K +$412K +6,163 New
GFP
1202
Gryphon Financial Partners
Ohio
$481K -$50.1K -749 -11%
GLA
1203
Good Life Advisors
Pennsylvania
$480K +$52.6K +786 +15%
WF
1204
Welch & Forbes
Massachusetts
$480K -$186K -2,781 -31%
AF
1205
Aviso Financial
Ontario, Canada
$479K -$2.48K -37 -0.6%
TCOT
1206
Trust Company of Toledo
Ohio
$477K +$5.08K +76 +1%
VF
1207
Vest Financial
Virginia
$477K +$409K +6,115 New
BJL
1208
Brighton Jones LLC
Washington
$473K -$28.8K -431 -7%
BCA
1209
Bray Capital Advisors
Florida
$473K -$53.5K -800 -12%
OWM
1210
Opes Wealth Management
California
$471K +$669 +10 +0.2%
MAM
1211
Mystic Asset Management
Rhode Island
$471K +$33.4K +500 +9%
BCM
1212
Boltwood Capital Management
California
$471K -$112K -1,670 -22%
CAM
1213
Columbia Asset Management
Michigan
$469K -$13.8K -206 -3%
LAI
1214
Legal Advantage Investments
California
$468K +$401K +6,000 New
EAM
1215
Evanson Asset Management
California
$467K -$9.5K -142 -2%
SAM
1216
Sompo Asset Management
Japan
$467K -$59.5K -890 -13%
NBT
1217
Northwest Bank & Trust
Iowa
$464K +$32.2K +482 +9%
CAMG
1218
CWA Asset Management Group
Florida
$463K +$397K +5,935 New
TPWA
1219
TRUE Private Wealth Advisors
Oregon
$461K -$803 -12 -0.2%
Koshinski Asset Management
1220
Koshinski Asset Management
Illinois
$459K -$41.1K -615 -9%
BCM
1221
Birmingham Capital Management
Alabama
$456K
FHA
1222
First Horizon Advisors
Tennessee
$456K -$24.7K -370 -6%
JIC
1223
Johnson Investment Counsel
Ohio
$455K -$109K -1,636 -22%
VAS
1224
Vestmark Advisory Solutions
Massachusetts
$453K +$93.6K +1,400 +32%
LCM
1225
Logan Capital Management
Pennsylvania
$452K